Anyone had luck with Custom KPIs?
I've followed th...
# suiteanalyticsn
nathanw
10/14/2021, 5:26 PMAnyone had luck with Custom KPIs?
I've followed the bare bones help section and created a search that Counts the number of Sales Order Transactions. But all I can ever get is an Error.
nathanw
10/14/2021, 5:28 PMAs far as the KPI Scorecard goes,
• The default Sales KPI works fine
• Custom KPI #1 causes errors
nathanw
10/14/2021, 5:32 PMCustom KPI #1 is defined by a search
• Criteria: Type is Sales Order
• Results: Internal Id Summary Type: Count
• Available Filters: Date
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Chloë
10/14/2021, 9:02 PMI've made a ton of custom KPIs, but would need a bit more info to determine what the issue is on your end. What date ranges do you have defined in the scorecard? Is the Date filter in the saved search simply just the Date field that shows the sales order date? Do you have any date criteria added in your search? Sometimes I get errors with KPIs if the dates being pulled in the search contradict the dates that the KPI is trying to pull, such as future dates (if transactions are created with a date entered as a future month). To identify if it's a weird date issue from your search, go to your search and type in today's date in the "from field" and then just tab over and see if the search loads or if it errors out. If it does, then it's an issue with your search itself.
Long story short, we have a custom date field that we use in some KPI searches. It pulls the posting period date of a transaction as the last day of that period so it's in date format. I've had a kpi error because of some transactions being pulled in my search that had future dated transactions.
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nathanw
10/14/2021, 9:16 PMDate Range on Score Card
• Range: this year to date
nathanw
10/14/2021, 9:16 PMNo Date filter on the Saved search
! Correction, No Date Criteria, only blank Date Filter under Available Filters
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Chloë
10/14/2021, 9:17 PMDid you test out running the search and entering today's date and tabbing over to see if the search errors?
Chloë
10/14/2021, 9:18 PMKeep the "To" date blank when you do this
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nathanw
10/14/2021, 9:20 PMI've added a from Date and tabbed out keeping To blank and the search returns results.
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Chloë
10/14/2021, 9:21 PMIs the results of your search only the Internal ID (count) and nothing else is grouped in the results?
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nathanw
10/14/2021, 9:22 PMyes, It only returns 1 result, the count of Internal Id
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Chloë
10/14/2021, 9:22 PMAlso, are you doing this as Admin? Sometimes KPIs error if the roles aren't set in the search as well as the KPI Scorecard itself.
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nathanw
10/14/2021, 9:22 PMI'll check permissions
nathanw
10/14/2021, 9:23 PMI'm running as editing as Admin and using another role to view results
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Chloë
10/14/2021, 9:23 PMOK that's the issue then probably
Chloë
10/14/2021, 9:23 PMyou need to make sure the role you're testing in is added as the audience to both the search and the KPI Scorecard.
👍 1
Chloë
10/14/2021, 9:24 PMAlso, you'll need to make sure the role you're testing in has the right permissions to even view Sales orders to see the results.
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nathanw
10/14/2021, 9:24 PMThat was it.
nathanw
10/14/2021, 9:24 PMAs some point I think I unchecked Public and it reset audience roles.
nathanw
10/14/2021, 9:25 PMThank you for you help!
c
Chloë
10/14/2021, 9:25 PMFun times!
Chloë
10/14/2021, 9:25 PMNo problem
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